A couple of significant items mentioned in today's presentation I wasn't previously aware of:
The lithium hydroxide vs lithium carbonate production process and the advantage of spodumene over brine for lithium hydroxide production, combine with the fact battery producers are moving to lithium hydroxide.
The massive incentive in China for electric vehicle and registration, I think about 16K for a standard vehicle rego vs free fro electric and a 50% refund on the purchase of an electric vehicle.
Very comfortable, all stars appear to be aligning for PLS.
Showtime...., page-43
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